Jason Levine

Managing Director & Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management

Jason Levine

Jason Levine

Managing Director & Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management

Biography

Currently, Jason Levine holds the position of Managing Director & Portfolio Manager at Bank of America, NA (Private Banking). He previously held the position of Analyst at Analysis Group, Inc. He received an undergraduate degree from Ithaca College.

Overview
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Relationships
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Chief Executive Officer at Bank of America Corp.

Relationship likelihood: Strong

President of Bank of America Private Bank at Bank of America Corp.

Relationship likelihood: Strong

Managing Director & Business Support Executive at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

Chief Fiduciary Executive at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

President at Bank of America Corp.

Relationship likelihood: Strong

President, Central & South Texas at Bank of America Corp.

Relationship likelihood: Strong

Director of Macro Strategy & Research at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

Head, Global Wealth & Investment Management Chief Investment Officer at Bank of America Corp.

Relationship likelihood: Strong

Founder at Somerset Group LLC

Relationship likelihood: Strong

Senior Vice President & Head of Taxable Credit Research at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

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Jason Levine
Managing Director & Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management
Education

To provide a foundation for a lifetime of learning, Ithaca College is dedicated to fostering intellectual growth, aesthetic appreciation, and character development in our students. The Ithaca College community thrives on the principles that knowledge is acquired through discipline, competence is established when knowledge is tempered by experience, and character is developed when competence is exercised for the benefit of others.A comprehensive college that since its founding has recognized the value of combining theory and performance, Ithaca provides a rigorous education blending liberal arts and professional programs of study. Our teaching and scholarship are motivated by the need to be informed by, and to contribute to, the world's scientific and humanistic enterprises. Learning at Ithaca extends beyond the classroom to encompass a broad range of residential, professional, and extracurricular opportunities. Our undergraduate and graduate students, faculty, staff, and alumni all contribute to the learning process.Ithaca College is committed to attracting a diverse body of students, faculty, and staff. All members of the College community are encouraged to achieve excellence in their chosen fields and to share the responsibilities of citizenship and service in the global community.

Career History
Managing Director & Portfolio Manager
2008 - Current

Bank of America NA, aka US Trust, Bank of America Private Wealth Management, offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.

Analyst
Prior

Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA.

Other Affiliations
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